mate, the company has gone laser focused on MND/ALS .
I want to hear about stuff they may discuss:
- Other neurological diseases preclinical
- OLE results or when they will be shared
- preps for Phase 2 / 3
- funding framework
- how John is ensuring progress
- meet Marcus and John
- what’s going on with the future chair position
- boards strategy in more context
I could rattle off more but that is a good start.
The human and vet cancer are a value proposition that sit in the draw for now. The fastest vehicle to a commercial inflection is MND/ALS and it is not commercially sensible to split our focus (and lack of funds) to do anything else.
The generation of data to back up the hypothesis that MPL works for other neurological diseases is the next inflection point.
From the announcements , the company has definitely pivoted. I will be highly amazed if anything more is happening in the near term with cancer other than using data from MND/ALS to increase the robustness of the cancer proposition. Left of field might be some foundation sponsoring a trial where we would be silly to look a gift horse in the mouth.
adreamer.
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